The Duncan Group is dedicated to the development of affordable housing and the promotion of the educational, economic and social development of low- income persons and groups residing in central and southern california.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$162K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $56K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$162K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
17 mo
of spending, in cash
Looks good: 17.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.7M
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
Spent
$2.7M
To programs
73%
Net assets
$4.3M
By yearFY2021–FY2025
Revenue
$2.8M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$2.8M
FY2022$3.6M
FY2023$3.0M
FY2024$3.4M
FY2025$4.2M
Expenses
$2.7M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$2.7M
FY2022$2.9M
FY2023$3.1M
FY2024$3.7M
FY2025$4.3M
Net assets
$4.3M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$4.3M
FY2022$5.0M
FY2023$4.9M
FY2024$4.7M
FY2025$4.6M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $2.0M Management & general 27% · $739K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

25 people listed on the 990; $162K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
COO/Asst Tre
$108,562Pt VII · Sec A
Assistant Tr
$53,412Pt VII · Sec A
Assistant Se
$0Pt VII · Sec A
CFO/Treasure
$0Pt VII · Sec A
Assistant Se
$0Pt VII · Sec A
$0Pt VII · Sec A
Assistant Tr
$0Pt VII · Sec A
Former COO
$0Pt VII · Sec A

Liz Smith’s $118K as Dir of Compl is at the 49th percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Jane Renahan—$135,777—$110,583—
Liz Smith$117,589$113,468$105,646——
Ashley Valenzuela$109,708————
Anna Miller————$108,562
Christi Ware———$104,608$53,412
Omead Poure$102,857————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Duncan Group executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops affordable rental housing and provides health, educational, and economic support programs for low-income families in central and southern California.

Questions for The Duncan Group

Tap to ask. The Duncan Group sees how many people are interested.

Your first name shows with your question. The Duncan Group answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $2.0M · in their own filed words · FY2020
01

The duncan group provides affordable rental housing for low-income persons and families residing in central and southern california and health, education and supportive programs for low-income families. Program expenses include labor for 60-80% minority based staff.

$2.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 3 grants · $300K · 2020–2022

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Fees for servicesLn 2g$2.8M
Investment incomeLn 3$41K
Money outPt IX
$2.7M
Ln 25
Programscol B$2.0M
Managementcol C$739K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$3.9M
Total assetsLn 16$6.0M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
25
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.8M
Investment incomeLn 3$41K
Gains on assetsLn 7−$2K
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$3.0M
SavingsLn 2$877K
Cash and savings togetherLn 1–2$3.9M
Land, buildings, equipmentLn 10c$106K
Other assetsLn 15$314K
Total assetsLn 16$6.0M
LiabilitiesLn 26$1.7M
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 5160
VolunteersI 625
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$3.8M$3.9M
Land, buildings, equipmentLn 10c$116K$106K
Total assetsLn 16$5.9M$6.0M
LiabilitiesLn 26$1.7M$1.7M
Net assetsLn 32$4.3M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$200K$200K
Pay of current officers, directors and key staffLn 5$177K$126K$52K
Other salaries and wagesLn 7$994K$705K$289K
Pension plan contributionsLn 8$66K$47K$19K
Other employee benefitsLn 9$224K$159K$65K
Payroll taxesLn 10$89K$63K$26K
Legal feesLn 11b$125$89$36
Accounting feesLn 11c$11K$8K$3K
Advertising and promotionLn 12$2K$1K$601
Office expensesLn 13$9K$7K$3K
Information technologyLn 14$4K$3K$1K
OccupancyLn 16$698K$495K$203K
TravelLn 17$9K$7K$3K
Conferences, conventions and meetingsLn 19$6K$4K$2K
InterestLn 20$10K$7K$3K
Depreciation, depletion and amortizationLn 22$50K$35K$14K
InsuranceLn 23$18K$12K$5K
Other expenses (24a–d)Ln 24$125K$89K$36K
All other expensesLn 24e$52K$37K$15K
Total functional expensesLn 25$2.7M$2.0M$739K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.2M$4.3M−$112K$4.6M 990 PDF
FY2024 $3.4M$3.7M−$269K$4.7M 990 PDF
FY2023 $3.0M$3.1M−$89K$4.9M 990 PDF
FY2022 $3.6M$2.9M$683K$5.0M 990 PDF
FY2021 Viewing $2.8M$2.7M$67K$4.3M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $2,810,734 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $2,626,185$2,769,547
I-10 Investment incomePrior year $178,797$41,187
I-11 Other revenue$0
I-12 Total revenuePrior year $2,804,982$2,810,734
I-13 Grants and similar amounts paidPrior year $120,000$200,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,381,001$1,549,557
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,029,350$994,084
I-18 Total expensesPrior year $2,530,351$2,743,641
I-19 Revenue less expensesPrior year $274,631$67,093
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,810,734 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,769,547$2,769,547
VIII-3 Investment incomeExcluded from tax $42,687$42,687
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,500−$1,500
VIII-12 Total revenueRelated to mission $2,769,547 · Excluded from tax $41,187$2,810,734
Part IX · Statement of functional expenses $2,743,641 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $200,000$200,000
IX-5 Pay of current officers, directors and key staffPrograms $125,719 · Management $51,516$177,235
IX-7 Other salaries and wagesPrograms $704,728 · Management $288,774$993,502
IX-8 Pension plan contributionsPrograms $46,792 · Management $19,174$65,966
IX-9 Other employee benefitsPrograms $158,895 · Management $65,110$224,005
IX-10 Payroll taxesPrograms $63,024 · Management $25,825$88,849
IX-11b Legal feesPrograms $89 · Management $36$125
IX-11c Accounting feesPrograms $7,803 · Management $3,197$11,000
IX-12 Advertising and promotionPrograms $1,465 · Management $601$2,066
IX-13 Office expensesPrograms $6,546 · Management $2,682$9,228
IX-14 Information technologyPrograms $2,920 · Management $1,196$4,116
IX-16 OccupancyPrograms $494,908 · Management $202,797$697,705
IX-17 TravelPrograms $6,631 · Management $2,717$9,348
IX-19 Conferences, conventions and meetingsPrograms $4,195 · Management $1,719$5,914
IX-20 InterestPrograms $7,093 · Management $2,907$10,000
IX-22 Depreciation, depletion and amortizationPrograms $35,140 · Management $14,399$49,539
IX-23 InsurancePrograms $12,459 · Management $5,105$17,564
IX-24 Other expenses (24a–d)Programs $88,940 · Management $36,445$125,385
IX-24e All other expensesPrograms $36,952 · Management $15,142$52,094
IX-25 Total functional expensesPrograms $2,004,299 · Management $739,342 · Fundraising $0$2,743,641
Part X · Balance sheet $6,027,936 assets, 14 lines filed
Asset lines not itemized here account for $1,044,579; see the IRS return.
X-1 Cash, non-interest-bearing$3,004,492
X-2 Savings and temporary cash investmentsStart of year $3,769,877$877,093
X-4 Accounts receivableStart of year $708,457$653,186
X-9 Prepaid expenses and deferred chargesStart of year $5,318$28,132
X-10c Land, buildings and equipment, netStart of year $115,750$106,420
X-15 Other assetsStart of year $312,732$314,034
X-16 Total assetsStart of year $5,930,490$6,027,936
X-17 Accounts payable and accrued expensesStart of year $599,537$599,239
X-24 Unsecured notes and loans payableStart of year $1,001,683$1,011,683
X-25 Other liabilitiesStart of year $56,522$77,173
X-26 Total liabilitiesStart of year $1,657,742$1,688,095
X-27 Net assets without donor restrictionsStart of year $4,272,748$4,339,841
X-32 Total net assets or fund balancesStart of year $4,272,748$4,339,841
X-33 Total liabilities and net assetsStart of year $5,930,490$6,027,936
Part XI · Reconciliation of net assets $4,339,841 net assets at year end
XI-1 Total revenue$2,810,734
XI-2 Total expenses$2,743,641
XI-3 Revenue less expenses$67,093
XI-4 Net assets at start of year$4,272,748
XI-10 Net assets at end of year$4,339,841

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.